See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,383 | $202,432-38.1% | $169,368-26.0% | $139,434-10.1% |
| Participation rate | 47.1% | 81.1%-34.0pp | 77.1%-30.1pp | 80.3%-33.3pp |
| Annual return | 20.22% | 531.74%-511.5pp | 405.60%-385.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,290 | $6,938-38.2% | $6,221-31.0% | $6,710-36.1% |
| Admin fee / account holder | $753 | $10,708-93.0% | $9,003-91.6% | $11,403-93.4% |